A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyYou’re reading this editionRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Real Estate Daily
Independent Intelligence on Private Real Estate Capital
Saturday, October 17, 2026The Morning Brief →Sign in
ria

Commonwealth

In network coverage since September 12, 2026 · 16+ stories
1Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Doussard Financial
Oct 7 · team liftout
Deal recordFull tracker →
Feb 28, 25Deal announcedLPL Financial Holdings Inc.
Network coverage
Data

Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit

The firm says it left without client data; our records show 76 breakaways among 1,238 advisor moves in the past 30 days.
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
practice · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027
the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
the_wrap · Oct 1Treasury draft rules would auto-open 63.36 million child accounts
the_wrap · Sep 28ERIC asks Treasury to make BNY the clearinghouse for employer Trump Account contributions
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
Data · Sep 24LPL's organic compounding rests on a modeled advisory mix
policy · Sep 24Trump Accounts enroll millions, but only 5% of the families they target
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
move · Sep 22Merrill sells the map while advisors get paid in equity
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Real Estate Daily, in your inbox every weekday. Free.